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Tahid Hossain

Head – Growth Team (Online)

Findola Capital Services Pvt. Ltd.
Corporate Branch
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About Me

I am Tahid Hossain, Branch Operations Head at Findola Capital Services Pvt Ltd, with over five years of experience in the mutual fund industry. I specialize in branch operations, portfolio management, data processing, and client servicing, ensuring smooth and efficient investment experiences for clients.

With a strong focus on operational excellence, data accuracy, and customer satisfaction, I work closely with clients, fintech partners, and internal teams to maintain high service standards. I believe in discipline, continuous improvement, and building trust through reliable support and efficient operations.

My Professional Credibility

  • 6+ years of experience in personal finance & mutual fund advisory
  • Experience in handling and guiding multiple clients across different financial stages
  • Trained in practical, goal-based investment planning
  • Actively aligned with Findola’s financial education initiatives

What's My Purpose in Organization

As Head – Growth (Online) at Findola Capital Services Pvt Ltd, my purpose is to ensure seamless digital operations, enhance client experiences, and build a reliable technology-driven investment ecosystem that supports both investors and organizational growth.

My Contribution to Client Success

I help clients enjoy a smooth and secure investment journey by ensuring operational excellence, accurate transaction processing, efficient portfolio management, and responsive customer support. My focus is on simplifying the investing experience while maintaining high standards of service and reliability.

My Role in Company Growth

I contribute to Findola’s growth by strengthening digital operations, optimizing processes, improving customer experience, and coordinating between technology, operations, and business teams to deliver scalable and efficient solutions.

Professional Snapshot

I am Tahid Hossain, Head – Growth (Online) at Findola Capital Services Pvt Ltd, with over 5 years of experience in the Mutual Funds industry. My expertise spans branch operations management, portfolio administration, fintech coordination, customer service, and digital platform management. I am passionate about building efficient operational systems, improving data accuracy, and ensuring that clients receive a seamless and trustworthy investment experience.

What Can I Do for You

Work Approach:

I follow a structured, process-driven, and detail-oriented approach to operations management. My focus is on maintaining operational excellence, minimizing errors, and continuously improving systems and workflows that support client satisfaction and business growth.

Explore Findola App

Goal-Based Investing | Golden Year SIP | 1-Minute SIP | Fast & Easy KYC

Plan • Invest • Track • Grow — All in One Powerful App

Get it on

My Growth performance Dashboard
Query Resolution Efficiency - 94% On-Time
94%
Client Retention Rate - 98%
98%
First Response Time - 89% Within 30 Minutes
89%
Client Satisfaction Score - 4.9/5 (~%)
98%
Portfolio Review Coverage - 81% Clients Coverted
81%
Client Goal Achievement Tracking - 66% on Track
66%
My Growth performance Dashboard
Behavioural Guidance Effectiveness - 88% Clients Stay invested
88%
Transaction Support Accuracy - 100% Error-Free processing
100%
Client Query Closure TAT - 87% within 24 Hours
87%
My Core Responsibilities

What I Do

Connection Buildup

Building trust through meaningful conversations to understand client needs, behavior, and financial mindset.

Client Onboarding

Smooth onboarding on the Findola app with seamless KYC completion, guided setup, and clear investment journey understanding.

Goal Planning and Execution

Designing clear financial goals and executing structured investment strategies to achieve them step by step.

Engagement (App / SIP / Workshop / Digital Meeting)

Regular engagement via app, SIP tracking, workshops, and meetings to keep clients informed and confident.

Scheme Selection Guidance

Providing research-based mutual fund selection aligned with client goals, risk profile, and time horizon.

Yearly Review

Annual portfolio review to track performance, rebalance investments, and align with changing goals.

My

Expertise

Total Experience
  • 6+ Years
Industry Experience
  • Mutual Funds
  • Personal Finance
  • Industry Experience
  • Fintech Operations
Key Skills
  • SIP Planning
  • Quality Assurance
  • Portfolio Guidance
  • Goal-Based Investment Strategy
  • Risk Profiling
  • Risk Management
  • Leadership & Team Management
Tools Using
  • CRM Systems
  • Findola App
  • Financial Software Platforms

Education & Certifications

Qualification: Bachelor of Science (B.Sc), Calcutta University

Certifications: AMFI Certified – NISM Series V-A (Mutual Fund Distributors)

Learning Focus (optional)
Continuously enhancing expertise in fintech operations, digital wealth management, process automation, and customer experience management.

Work Principles

  • Maintain accuracy, transparency, and accountability in every operational process
  • Focus on continuous improvement and operational efficiency
  • Deliver exceptional service through professionalism and responsiveness

Approach Towards Clients:Client-first approach focused on reliability, timely support, and creating a seamless investment experience through efficient operations.

Growth Mindset / Target Approach: Driven by operational excellence, innovation, and continuous optimization to support sustainable business growth and superior client satisfaction.

Personal Side

Hobbies
  • Problem-solving
  • traveling
  • fitness activities
Interests / Likes
  • Personal finance
  • stock market trends
  • Process improvement
Personality Traits
  • Self-motivated
  • Solution-focused
  • Detail-oriented

Vision & Goals

Career Goals: To become a leading operations and digital growth professional in the wealth management and fintech industry.

Skill Development Goals:To strengthen expertise in digital operations, process automation, data analytics, and technology-driven financial services.

Long-Term Vision:To help build one of India’s most trusted and efficient digital wealth management platforms by combining technology, operational excellence, and customer-centric service.

Declaration

  • To provide a seamless, secure, and reliable investment experience through efficient operations and dedicated support.
  • To contribute towards Findola’s growth by maintaining operational excellence, innovation, and high service standards.
  • To uphold integrity, transparency, compliance, and professionalism in every operational and client-related activity.

AMFI Registered Mutual Fund Distributor (ARN 161373)

Findola was started by Young, Dynamic and Experienced team with a motive to simplify the investment process and also to deliver right information to the investors along with unbiased preliminary advice to accomplish financial goals.

Business Adress
SLS Tower, 15th Floor, GP Block, Sector 5, Bidhan Nagar, Kolkata, West Bengal PIN 700091, India | Helpline: +91 8100600300

Findola Capital Services Pvt. Ltd. (with ARN code 161373) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

© 2026  Findola Capital Services Pvt. Ltd.

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